Reiterated Buy X

AAPL Apple

BofA Securities

$330 $380

Upgrades Underweight Eq Weight X

AGL agilon health

Barclays

$81

Upgrades Hold Buy X

ALB Albemarle

Vertical Research

$224

Upgrades Hold Buy X

BAH Booz Allen Hamilton

Stifel

$110

Downgrades Outperform Mkt Perform X

BBIO BridgeBio Pharma

Raymond James

Downgrades Buy Neutral X

BCML BayCom

DA Davidson

$34

Upgrades Neutral Overweight X

CGNX Cognex

JP Morgan

$75

Downgrades Overweight Eq Weight X

CI The Cigna Group

Barclays

$304

Initiated Buy X

DAVE Dave, Inc.

UBS

$300

Resumed Buy X

DHR Danaher

Citigroup

$230

Initiated Sector Outperform X

DTM DT Midstream

Scotiabank

$176

Upgrades Hold Buy X

ET Energy Transfer

Jefferies

$23

Downgrades Buy Hold X

FRO Frontline

Pareto

$39.46

Downgrades Buy Neutral X

FUTU Futu Holdings

Goldman

$102.13

Downgrades Outperform Mkt Perform X

INTC Intel

Northland Capital

Upgrades Hold Buy X

LEA Lear

TD Cowen

$165

Upgrades Hold Buy X

MRVL Marvell

HSBC Securities

$300

Reiterated Buy X

MU Micron

UBS

$535 $1625

Initiated Peer Perform X

OGS ONE Gas

Wolfe Research

Upgrades Sell Buy X

OKTA Okta

Arete

$127

Upgrades Eq Weight Overweight X

OXY Occidental Petro

Barclays

$72

Upgrades Hold Buy X

PBA Pembina Pipeline

TD Securities

Initiated Neutral X

PS Pershing Square, Inc.

BofA Securities

$42

Initiated Buy X

PS Pershing Square, Inc.

Citigroup

$50

Initiated Hold X

PS Pershing Square, Inc.

Jefferies

$40

Initiated Perform X

PS Pershing Square, Inc.

Oppenheimer

Initiated Sector Perform X

PS Pershing Square, Inc.

RBC Capital Mkts

$40

Initiated Neutral X

PS Pershing Square, Inc.

UBS

$39

Initiated Equal Weight X

PS Pershing Square, Inc.

Wells Fargo

$37

Initiated Underperform X

PSN Parsons

BNP Paribas Exane

Initiated Buy X

RGS Regis

Lake Street

$42

Downgrades Outperform Mkt Perform X

SMTC Semtech

Northland Capital

Initiated Peer Perform X

SR Spire

Wolfe Research

Downgrades Buy Neutral X

TIGO Millicom International Cellular

UBS

$90

Upgrades Neutral Overweight X

TKR Timken

JP Morgan

$150

Resumed Buy X

TLS Telos Corporation

Needham

$6

Upgrades Underweight Neutral X

TRV Travelers

JP Morgan

$322

Upgrades Mkt Perform Outperform X

TX Ternium S.A.

Itau BBA

$59

Upgrades Neutral Buy X

VIPS Vipshop

UBS

$18.50

Reiterated Outperform X

VLY Valley National

Hovde Group

$16 $16.50

Downgrades Buy Hold X

VNT Vontier

Argus

Downgrades Neutral Underperform X

VOD Vodafone PLC

BofA Securities

$13.13

Resumed Buy X

VRCA Verrica Pharmaceuticals

H.C. Wainwright

$12

Initiated Sector Weight X

VRNS Varonis Systems

KeyBanc Capital Markets

Initiated Positive X

WWD Woodward

Susquehanna

$423